Charitable Planning

When you give back, we make sure it benefits you.

Our Charitable Planning approach ensures your giving is strategic to get the most out of your philanthropic efforts.

There are many ways to practice tactical giving, be it establishing donor-advised funds or charitable trusts (CLT/CRT), itemizing charitable deductions such as non-cash donations (e.g., real estate) or contributing low basis investments. Your advisor will assess which tools best suit your personal wealth plan, then manage every step to follow. We also monitor legislative changes to ensure your donations are tax-compliant and efficient—so your only concern is your cause.

Strategic planning services demandtrust and authenticity to build an enduring partnership—which we strive to embed in everything we do.